Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,161 | $87,841+42.5% | $133,980-6.6% | $62,891+99.0% |
| Participation rate | 95.8% | 83.4%+12.5pp | 87.1%+8.8pp | 69.3%+26.5pp |
| Annual return | 23.70% | 12.05%+11.6pp | 29.30%-5.6pp | 20.14%+3.6pp |
| Employer contribution / active EE | $2,100 | $3,483-39.7% | $5,211-59.7% | $2,281-7.9% |
| Participant deferral / active EE | $3,352 | $4,812-30.3% | $6,282-46.6% | $3,203+4.6% |
| Admin fee / account holder | $6,812 | $5,371+26.8% | $9,324-26.9% | $4,296+58.6% |